Essential Resources & Blogs for Insurance Agency Success

How to Bridge the Benefits Gap in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The desire to achieve a balance between projects at work and obligations at home has been a relevant topic of conversation for a long time. When employees can achieve this, they are less stressed and happier with their employer, which usually means they are more productive and more likely to stick with their job. Many […]

Cutting Through Confusing Reports in the AMS

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agencies rely on reports to review and track performance across this organization.  Reports provide insight agency leaders need to compare the agency’s current status against its goals and make appropriate strategic decisions to keep the organization progressing forward. The problem that arises, however, is that reports are often difficult to understand and interpret. System-generated […]

4 Ways to Eliminate Confusion in the Submission Process

Agency Owner Articles, Helpful Tips: For Leadership

The new business process is critical to the growth of an agency.  However, it can often full of inefficient and inconsistent processes.  Without the right tools and guidelines, producers can easily find themselves creating their way of doing things, leaving the next person in the process without all of the necessary details to manage the […]

How to Create Connection in a Socially Distanced World

Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Employees

Quick Tips for Tackling Conflict in the Office

Agency Owner Articles, Helpful Tips: For Leadership

Each employee within an agency is wired differently from the next. Having a staff of individuals who work and think differently can be great when people can collaborate and play off one other’s strengths. However, some individual temperaments can be so contrasting that it can cause friction.  When this happens, problems can arise that are […]

How To Avoid the Frustration of the New Business Process

Agency Staff Articles, Helpful Tips: For Leadership

Insurance producers are motivated to generate new business not only from the aspect of securing an income but typically will have a sales goal for the agency they work for.  The pressure to meet this goal can often cause producers to pursue a lot of leads without generating profitable results. This type of meaningless activity […]

Is It OK to Date a Coworker?

Agency Staff Articles, Helpful Tips: For Leadership

A job in insurance can sometimes involve long days spent working side by side with other colleagues and sometimes, events in the evening.  As coworkers spend more time together, they may begin to share more life experiences and build a personal relationship with one another.  This situation can sometimes be the perfect recipe for two […]

What Every Agent Should Do Before Signing an Insurance Producer Agreement

Agency Staff Articles, Helpful Tips: For Employees

The insurance industry is no stranger to contracts.   Whether it is contracts with carriers or insuring agreements in policies, contracts dictate a lot of what happens within an agency.  Even agents are required to sign a producer agreement before they go to work for an agency.   The purpose of the agreement is to […]

4 Tips to Ease Your Outsourcing Transition Pains

Agency Owner Articles, Helpful Tips: For Leadership

Outsourcing has become an increasingly popular option at agencies across the country to handle data entry and back-end processes that do not require client interaction.  Agencies have found this to be a great way to fill entry-level positions as the pool of eligible candidates continues to shrink.   It also proves to be beneficial as […]

5 Tips for Successfully Executing Agency Goals

Agency Owner Articles, Helpful Tips: For Leadership

Goal setting is critical to leading an agency that remains focused on future growth and success.   These planning sessions can be full of creative, outside of the box thinking where “anything is possible.   While it can be easy to get carried away with massive lists of goals and to-do’s, it is important that […]